Posts by stclarke (2180 results)

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Just wrapped our quarterly earnings call.We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up 123%. We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents. …You can read more about our results here…

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